Plan Ledger DOL Form 5500 · updated monthly

Metro Brokers, Inc.401(k)

METRO BROKERS 401(K) RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.81%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Metro Brokers, Inc. reported $37,250 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.35% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Georgia (1,650th of 2,160), and 1,550th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$4,676,473
Participants with balances159
Active participants95
Employer contributions$0
Employee contributions$282,106
Employer contribution per active participant$0
Average account balance$29,412
Benefits paid to participants$528,785
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 159 accts
2023$4.5M · 161 accts
2022$4.4M · 172 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,554
Investment management$16,696
Total administrative$37,250
The Metro Brokers, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Metro Brokers, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$13,630
EMPOWER ADVISORY GROUP, LLC · Investment management$3,066

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$37,250 · 0.81%
2023$27,062 · 0.61%
2022$16,245 · 0.35%
Similar plansReal Estate & Leasing · Georgia
Radco Residential, LLC GA$5.2M · 1.26%
Oxblue Corporation GA$4.9M · 0.80%
Stonemark Management, LLC GA$4.5M · 1.50%
Talon Management, LLC GA$4.2M · 0.99%
Novation Companies, Inc. GA$4.1M · 1.12%
Acm, LLC GA$3.2M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581354658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.